Amplius Wealth Advisors, LLC Global X Fds Global X S&P 500 Transaction History
Amplius Wealth Advisors, LLC
- $818 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding CATH
# of Institutions
149Shares Held
6.14MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC792KShares$52.6 Million0.0% of portfolio
-
Central Trust CO Jefferson City, MO653KShares$43.4 Million1.05% of portfolio
-
Morgan Stanley New York, NY593KShares$39.4 Million0.0% of portfolio
-
Fund Evaluation Group, LLC Cincinnati, OH387KShares$25.7 Million1.54% of portfolio
-
Bcm Advisors, LLC246KShares$16.3 Million3.88% of portfolio